I understand that deciding on the right type of Estate Plan is an important and sometimes emotional decision. To help you make the best choice for your estate planning, I’ve prepared some key questions. These will guide you through understanding your goals for control, flexibility, legacy planning, and the distribution of your assets. Take a deep breathe and tell me in a few words what your main goal is?
If so, Please list a brief description of the property, Address, Market Value & Loan Balance below:
Please list below Name of Institution and account number, Account Type & Amount is optional. For TYPE: Checking Account “CA”, Savings Account “SA”, Certificates of Deposit “CD”, Money Market “MM” (indicate type below).
Do not include IRA’s or 401(k)’s here
Describe the type of plan,
the plan name, the current value of the plan, and any other pertinent information. For Type: Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(K).
List any and all stocks and bonds you own. Alternatively, you may email a current statement. If held in a brokerage account, lump them together under each account. (indicate type below)
Please indicate Name of Insurance Company , Policy Amount and Type: Term, whole life, split dollar, group life, annuity.
Provide the Business Name, Give a description of the interests, who has the interest, your ownership
in the interests, and the estimated value of the interests.
Other Assets are any interest and or property that you have that does not fit into any listed category. Provide a description, Ownership and Value
If you have any children under the age of 18, list in order of preference who you wish to be guardian via name, address and relationship to you.
DIVIDE AMONG NAMED INDIVIDUALS and/or CHARITIES in the FOLLOWING PERCENTAGES or WRITE DIVIDE EQUALLY BETWEEN MY CHILDREN:
Your estate plan should address all your hopes, fears and wishes
please list any other items you want included or want to discuss:
